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Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s biggest contract chipmaker, yesterday said it would again budget more than US$40 billion for capital expenditure next year to expand capacity, meet customer demand and fuel revenue growth. The chipmaker this year budgeted between US$40 billion and US$44 billion for capital expenditure, mainly to expand its advanced process technology capacity, including for 3-nanometer, 5-nanometer, 7-nanometer and next-generation 2-nanometer technology. Over the past three years, TSMC spent US$62 billion on capital expenditure, which helpe...

United Microelectronics Co (UMC, 聯電), the world’s No. 2 foundry service provider, yesterday posted record net profit for last quarter, as growing demand for automotive, server and networking chips helped offset weakness in the smartphone and notebook computer segments due to China’s lockdowns. Orders for automotive, server and networking chips accounted for more than 20 percent of UMC’s revenue, it said. Net profit last quarter soared about 90 percent to NT$19.81 billion (US$673.9 million) from NT$10.43 billion a year earlier and gained 24.2 percent from NT$15.95 billion the previous...

Macronix International Co (旺宏電子), the world’s biggest supplier of NOR flash memory chips, yesterday posted its strongest first-quarter earnings as robust demand boosted chip prices and offset the effects of component shortages. Macronix said it expects the upward trend in prices to continue this quarter, or be flat, given strong demand from customers. COVID-19 lockdowns in China caused an uneven supply of key components, but that would not affect orders, the company said. “China’s ‘zero COVID-19’ policy has affected its economic growth to some extent,” Macronix chairman Mii...

Memorychip maker Winbond Electronics Corp (華邦電子) yesterday said it is expanding DDR3 DRAM capacity to satisfy demand, which would help boost the revenue contribution from the segment to 50 percent of overall DRAM revenue in 2024. DDR3 DRAM sales make up 30 percent of Winbond’s total DRAM revenue, the company said in a statement. Winbond said DRAM sales made up more than 20 percent of its revenue of NT$20.77 billion (US$710.1 million) in the second half of last year. Winbond has been in the DDR3 DRAM business for 10 years and aims to ensure a stable supply to its customers amid a

DRAM chipmaker Nanya Technology Corp (南亞科技) expects selling prices this quarter to edge downward by a single-digit percentage or remain flat from last quarter as Russia’s invasion of Ukraine and China’s COVID-19 lockdowns add to market uncertainty and dim business prospects. As Russia’s war against Ukraine prompted raw material costs and shipping fees to surge, and concern has grown over rising inflation, placing a dent in consumer demand for electronics such as TVs, Nanya Technology president Lee Pei-ing (李培瑛) told an online media briefing yesterday. “On the demand side,...